ZenDesk Agent View Automatic Update Guide

This guide provides a step-by-step walkthrough on how to test and utilize the automatic updates in the ZenDesk agent view. It covers the process of creating a ticket, refreshing the view, and troubleshooting if the updates do not occur as expected. By following this guide, you will be able to effectively manage and observe ticket updates in ZenDesk.

To begin testing the automatic update feature in the agent view, it's important to understand that it operates similarly to when you update a status.

In this example, we will create a ticket to demonstrate how the updates appear.

After composing your ticket, send your email. Keep in mind that ZenDesk might take a moment to process the message before it appears in the agent view.

Check that the ticket has gone through. Initially, it may not show up immediately, but it should appear shortly.

To find the latest ticket, sort by the "requested" option. This ensures you can view the most recent updates easily.

If needed, you can click the refresh button to manually update your view. Note that this action may take a moment to complete.

Upon refreshing, you should see the latest ticket updates. For this example, you will notice that a ticket regarding offboarding has appeared.

If your view does not automatically refresh, ensure to reach out for assistance. This could indicate a technical issue that needs addressing.

By following the instructions outlined in this guide, you should now be able to effectively test and utilize the automatic updates in the ZenDesk agent view. Should you encounter any issues, refer to the troubleshooting step for further assistance.